CentricCrm

This is the Installation guide for Centric CRM. Have fun

MM, Dataphone Ltd., 2007-09-06

Deploy Centric CRM, Community edition

The Centric CRM application is distributed in public license for:

• Enterprise Edition (Stable release - precompiled WAR file, FREE - limited for 5 users, recent v4.1.2 2007-05-21)
• Community Edition (source code free for download, v4.1.3 2007-06-04)

This Wiki deals about 2nd option, where exists no limit for number of users.

Prerequisites:

• user registration at Centric CRM, goto "Community" section and then confirm inscription
• download source code from, e.g. with Tigris Subversion SVN
• platform:

* operating system: any - e.g. Microsoft Windows too
* database servers: many - Centric reference is PostgreSQL
* application server: some - e.g. jBoss, but Centric reference is Apache Tomcat
* Java VM: some, depends on Application Server - e.g. Sun Java JRE 1.5 or JDK 1.5 for compile purposes
* server integration: SMTP server (Fax, XMPP, Asterisk, LDAP)

• hardware:

* A sensible server for real use might be:
    A single dual core processor;
    2GB RAM;
    Disk to suit the purpose

Case study

Used hardware:

• VMware image: Windows 2003; virtual RAM: 1.5 GB
• DNS name: centriccrm, IP: 193.83.215.177

Used software:

• jdk-1_5_0_06-windows-i586-p.exe
• apache-tomcat-6.0.2.exe
• postgresql-8.1.9-1.msi
• (netbeans-6.0m9-full-windows.exe), where Apache Ant v1.6.2+ included

Steps for a successful installation:

1. install the Sun Java JDK 5.0 into path e.g. "c:\java\jdk1.5.0_06"

2. install Apache Tomcat 6 stable "Core"; depending on the total memory of your system, typically set Tomcat’s memory to half of the server using Tomcat’s configuration editor

3. stop the "Apache Tomcat" service

4. change Tomcat port to 80 in server.xml, disable MS IIS working at the same port

5. (obtain and install an SSL certificate to run Centric CRM on port 443)

6. install PostgreSQL 8.1

* Define new Windows user for Postgre service
* Port 5432; Locale: German-Austria; Encoding: UTF-8; define superuser+password,
  e.g. postgres%postgres
* Contrib modules: only Admin81

7. launch pgAdmin 3 utility

* Define new login role "centric_crm" with password, e.g. centric_crm; add
  all role privileges (user "centric_crm" should occupy full access control
  to "centric_crm" database)
* Create database name "centric_crm" for owner "centric_crm"; encoding: UTF-8;
  tablespace: pg_default

8. check the system environment settings

* JAVA_HOME=path, e.g. "c:\java\jdk1.5.0_06"
* JAVA_OPTS="-Xms256m -Xmx256m -XX:PermSize=64m -XX:MaxPermSize=128m"
* ANT_HOME=path, e.g. "c:\Sun\AppServer\lib\ant"
* ANT_OPTS="-Xmx192m -Xms192m"
* PATH=%PATH%;%JAVA_HOME%\bin;%ANT_HOME%\bin
* in Tomcat's configuration editor, increase memory to 256MB

9. in working source code directory, copy home.properties.example to home.properties

10. edit home.properties

* Map CATALINA_HOME to the Tomcat base directory, e.g. "c:/Tomcat 6.0"
* Map CENTRIC_HOME to "centric" in Tomcat's webapps directory,
  e.g. "c:/Tomcat 6.0/webapps/crm"
* Map CENTRIC_FILELIBRARY to a directory that will be used for storing
  Centric CRM data,
  e.g. "c:/Tomcat 6.0/webapps/crm/WEB-INF/fileLibrary"

11. run "ant deploy" to initialize the configuration paths and files

12. ant will instruct you to modify "build.properties" in the CENTRIC_FILELIBRARY path

13. make sure to read the instructions in build.properties and make sure to configure and uncomment one of the database connection types

* SYSTEM.LANGUAGE=de_DE
* WEBSERVER.TYPE=catalina
* GATEKEEPER.DBTYPE=postgresql
* GATEKEEPER.DRIVER=org.postgresql.Driver
* GATEKEEPER.URL=jdbc:postgresql://127.0.0.1:5432/centric_crm
* GATEKEEPER.USER=postgres
* GATEKEEPER.PASSWORD=postgres
* SITE.DBTYPE=postgresql
* SITE.DRIVER=org.postgresql.Driver
* SITE.URL=jdbc:postgresql://127.0.0.1:5432/
* SITE.USER=postgres
* SITE.PASSWORD=postgres
* uncomment PROPERTIES=configured line when finished making changes

14. run "ant deploy" to compile and install Centric CRM

15. run "ant installdb" to install the Centric CRM database

16. start Tomcat and set the service to "Automatic" startup

17. using a browser navigate to the deployed Centric CRM for additional configuration options - populate webapps/crm (1st time use of Centric CRM web-application)

• choose a language to continue: Deutsch
• configuration in next 4 following steps:

I. Setup the file library
     * Target Directory: path, e.g. c:\Tomcat 6.0\webapps\crm\WEB-INF\fileLibrary
II. Setup external servers (mail, fax)
     * Time Zone: GMT+1
     * Language/Locale: Deutsch
     * Country: AUSTRIA
     * Currency: EUR
     * Email Server: ...
     * Email Address: ...
     * Server URL: ..., e.g. 193.83.215.177/crm
     * (LDAP Server - none)
     * (Asterisk Server - none)
     * (XMPP Server - none)
     * (Fax - none)
III. Setup the database
     * Type of Database: PostgreSQL
     * IP address: 127.0.0.1
     * Database Port: 5432
     * Database Name: centric_crm
     * Database Username: centric_crm
     * Database Password: ..., e.g. centric_crm
IV. Setup the Centric CRM administrative user account
     * Create administrator user

• Compile JSPs

18. browser navigate, login and start to work

Migrate the Data from vTiger CRM to Centric CRM

TODO...

(END)